How do I make my client Inactive?

You can move the client to the inactive status by following these steps:

  • Click Clients (left menu)
  • Click on the client's name you wish to edit
  • On their profile, scroll down to the Client Status section
  • Beside the provider name, change the status to 'Inactive'
  • The status updates automatically, no need to click save

group_add Does this client see multiple providers?

  • Required Role: Manager or Owner
  • Click the red button at the top of the section to apply it for all providers.

movie Video:

visibility_off Note: Marking a client as inactive means they will no longer show up on your list of clients by default, or while scheduling. In those areas we only show new & active status clients.

You can still search for and access inactive clients, article here: access inactive clients

To reactivate, follow the above steps after searching for your inactive client, then just change their status back to active.